DFGP — DIMENSIONAL ETF TRUST

Ownership history in MilWealth Group LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which MilWealth Group LLC reported a position in DIMENSIONAL ETF TRUST (DFGP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
7.07% (2023 Q4)
Avg. % of fund
6.78%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 497,757 +19,123 +4.0% 6.41% $26.9M $54.07
2025 Q3 ADDED 478,634 +13,171 +2.8% 6.48% $26.6M $53.80
2025 Q2 REDUCED 465,463 -972 -0.2% 6.53% $25.4M $52.76
2025 Q1 ADDED 466,435 +10,559 +2.3% 6.86% $24.9M $51.69
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFGP price (monthly, adj. close)

Other funds also holding DFGP

As of 2025 Q4 — sorted by position size

von Borstel & Associates, Inc. 17.6% PENOBSCOT WEALTH MANAGEMENT 3Y 14.36% Ruedi Wealth Management, Inc. 3Y 13.02% Wheels Up Wealth, Inc. 10.54% WPWealth LLP 3Y 9.55% Symmetry Partners, LLC 3Y 7Y 7.91% Straight Path Wealth Management 3Y 6.35% Forum Financial Management, LP 3Y 4.4% TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 3Y 4.03% Signature Resources Capital Management, LLC 3.92%
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